We make access to financial and business data easier

Get financial details straight from the source and provide better services for your clients. Stop relying on unsecure PDF statements or spreadsheets to collect or analyse business financial insights.

Available as the Precise API & Access white-label solution.

Trusted by

  • C2FO
  • Core Vision Strategies
  • Fifo Capital
  • Double Down
  • Fintech Automation
  • Fundkite
  • Swoop Funding
  • Loan Frame
  • uplinq

Client intake made simple

With only three steps, get secure business info analyzed into key financial data points and insights visible via custom or prebuilt interfaces.

Client prompted to connect data and accounts

Client prompted to connect data and accounts

Client grants access, and data is processed

Client grants access, and data is processed

Financial data/KPIs analysed and predicted

Financial data/KPIs analysed and predicted

Use direct connections for more

Lenders can identify risky transactions in seconds with direct integrations to leading accounting & ERP software providers and the unique PreciseMatch technology. Fintechs and banks can offer better services to clients, and lenders can forget about the “stare and compare” process.

Use direct connections for more

Who uses ForwardAI

Fintechs

Fintechs

Lending

Lending

Banking

Banking

Stop fraud via PreciseMatch technology
Stop fraud via PreciseMatch technology
Faster connection and decisioning
Faster connection and decisioning
Safer connections with encrypted data
Safer connections with encrypted data
Automates most standard financial KPIs and ratios
Automates most standard financial KPIs and ratios

Faster data access using automation

Wield the power of open banking to access or provide instant, secure insights for prospective clients with no need for manual calculations. This includes historical, real-time, and predictive data points.

Committed to improving financial services

Our leadership team has made it their life’s mission to help small businesses stay financially healthy. Frustrated by the status quo of data sharing during the pandemic, ForwardAI was created to help companies access and assess client data faster.

This commitment to small businesses includes the creation of Predict, a free cash flow forecasting tool for SMB owners and accountants.

Committed to improving financial services

Ready to get started?

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